Personal Finance Webcasts
Financial planning videos to help you reach your financial goals.
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September 15, 2020anemptytextllineThere’s an ongoing debate over Social Security existing past 2037 – the year the Social Security administration (SSA) projects its funds will be depleted. Social Security expert, Dennis McRoberts, weighs in during a live Q&A on the future of the program. McRoberts will share what changes are needed to keep Social Security alive, along with important claiming strategies he’s learned over his thirty-two years working at the SSA. -
June 30, 2020anemptytextllineThese uncertain times bring a renewed focus on the need to ensure your estate plan is up to date. While it's human nature to avoid unpleasant subjects, it’s important to consider what would happen if you become unable to make decisions. -
June 23, 2020anemptytextllineIf you’re approaching 65, or recently lost health coverage due to COVID-19, it’s time to start thinking about Medicare. Medicare Specialist, Colleen McGlamery, is joining us for a one-hour webcast on how to navigate Medicare with confidence. -
June 18, 2020anemptytextllineWhen it comes to insurance, you have options. We break down your choices so you can find what's right for you. -
March 25, 2020anemptytextlline- Managing your investments during volatile times
- Is now a good time to buy stocks?
- Lessons learned from past market downturns
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April 28, 2020anemptytextlline- Tax saving strategies as a result of the CARES Act
- Moves to make now that required minimum distributions (RMDs) are waived
- Pros & cons of coronavirus-related early distributions from retirement accounts